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Donald Clinton Rogers

Infinity Financial Services Advisory
59 Years of Experience
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Infinity Financial Services Advisory
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
667 clients
Average Client Portfolio
$225K average
Assets Under Management
$150.1M

Fee Structure

Location

529 3rd Ave, Chula Vista, CA, 91910

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 1993
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Donald owns Don Rogers Tax Service, which is located at the same address as the branch office. He spends a few hours per week on tax preparation and insurance sales, with increased hours from January to April.

Employment History
Current Registrations
Infinity Financial Services Advisory
September 2020 - Present · 5 yrs 5 mos
Infinity Financial ServicesBroker
September 2020 - Present · 5 yrs 5 mos
Previous Registrations
Infinity Financial Services
September 2020 - December 2020 · 3 mos
Jeffrey Matthews Wealth Management, LLC
June 2019 - September 2020 · 1 yr 3 mos
The Jeffrey Matthews Financial Group, L.L.C.Broker
February 2019 - September 2020 · 1 yr 7 mos
Western Equity Group, INC.
October 2004 - February 2019 · 14 yrs 4 mos
Western Equity Group, INC.Broker
September 2004 - February 2019 · 14 yrs 5 mos
Sentra Securities CORP
October 1999 - September 2004 · 4 yrs 11 mos
Sentra Securities CorporationBroker
June 1999 - September 2004 · 5 yrs 3 mos
Equity Programs CorporationBroker
May 1973 - June 1999 · 26 yrs 1 mo
Independent Securities CorporationBroker
May 1971 - January 1983 · 11 yrs 8 mos
Equity Securities CorporationBroker
May 1966 - June 1973 · 7 yrs 1 mo
State Registrations2 states
CATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Donald Clinton Rogers - Financial Advisor | TrueAdvisor